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Between investment committees, boards, compliance requirements and requests from individual family members and external advisors, reporting can be a significant drain on resources. The inherent complexity of running a modern family office together with increasingly-diversified portfolios mean this challenge isn’t likely to get easier. So how can the latest in AI technology be applied to solve it?
Key Takeaways
Pain point
Reporting for investment, governance and compliance reasons places increasing strain on family office teams. Traditional static reports lack insight, and are quickly outdated. And when professionals embrace the latest wealth management technology solutions, they often add additional challenges through complicated user interfaces, or extensive report catalogues that make finding the right report or analysis difficult.
Personalized reports on your command.
Masttro Intelligence solves these pain points using the latest AI-powered capabilities. Its Reports Playground reporting engine can interpret user intent, find and generate reports, analyze results, and provide the desired insights. And this can all be done through prompts in natural language, text or voice. This capability means any user can effortlessly generate personalized reports on demand. And these reports can be enriched and customized as per instruction, then published directly to clients. Reports Playground delivers an unmatched level of AI-enhanced reporting capabilities to the wealth industry.
How it works
These capabilities are made possible through Masttro Intelligence, which embeds LLMs into an ‘agentic system’, a smart framework that surrounds the LLM with tools, logic engines, data access layers, and step-by-step reasoning processes.
This hybrid approach allows Masttro Intelligence to leverage the strengths of LLMs for language understanding while integrating high-precision computation engines and symbolic logic for accurate calculations and complex analysis. In short: it ensures both intelligent pattern recognition and reliable data processing, delivering unprecedented power to platform users.
Less time reporting, more time building relationships
As wealth management continues to build complexities, professionals need to find the most effective and efficient means to deliver quality service to clients. This means applying AI-powered technology like Masttro Intelligence, which gives wealth advisors and family office teams the freedom to manage the wealth, not the data, providing more time to focus on building relationships, not managing systems.
Take a tour of Masttro Intelligence to see how it works.
Case Study: Henco Single Family Office
